Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding VANGUARD RETIREMENT 2040 REGISTERED INVESTMENT CO in their Schedule of Assets, totaling $4.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LIFESCAPE LIFESCAPE 401(K) RETIREMENT PLAN | SIOUX FALLS SD | 1,091 | $42.4M | $3.0M |
| 2 | LUTHERAN SOCIAL SERVICES OF SOUTH DAKOTA LUTHERAN SOCIAL SERVICES OF SOUTH DAKOTA RETIREMENT PLAN | SIOUX FALLS SD | 390 | $8.5M | $1.1M |
| 3 | JOHNSON FEED, INC. JOHNSON FEED, INC. 401(K) PROFIT SHARING PLAN |
CANTON SD |
| 315 |
| $21.8M |
| $720K |
